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Capital Wealth Management’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Capital Wealth Management’s Portfolio TIPX Stock Details TIPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Sell
57,818
-2,906
-5% -$55.6K 0.26% 26
2026
Q1 		$1.17M Buy
60,724
+3,492
+6% +$67K 0.32% 24
2025
Q4 		$1.09M Buy
57,232
+12,035
+27% +$231K 0.35% 24
2025
Q3 		$872K Buy
45,197
+1,837
+4% +$35.3K 0.3% 27
2025
Q2 		$830K Sell
43,360
-4,052
-9% -$77K 0.31% 28
2025
Q1 		$910K Sell
47,412
-163
-0.3% -$3.06K 0.38% 25
2024
Q4 		$880K Sell
47,575
-404
-0.8% -$7.55K 0.38% 26
2024
Q3 		$909K Buy
47,979
+1,343
+3% +$25.1K 0.39% 26
2024
Q2 		$862K Buy
46,636
+471
+1% +$8.67K 0.39% 27
2024
Q1 		$861K Sell
46,165
-5,022
-10% -$93.1K 0.41% 26
2023
Q4 		$952K Sell
51,187
-14,738
-22% -$268K 0.48% 26
2023
Q3 		$1.19M Buy
65,925
+24
+0% +$439 0.65% 24
2023
Q2 		$1.22M Sell
65,901
-672
-1% -$12.6K 0.66% 24
2023
Q1 		$1.27M Buy
66,573
+42,341
+175% +$791K 0.73% 22
2022
Q4 		$447K Buy
+24,232
New +$448K 0.3% 42

Other funds holding TIPX

SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
GHA
Good Harbor Advisors Gloucester, Massachusetts $102M AUM
VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LFG
Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return

Capital Wealth Management's TIPX Position: Q2 2026 in Review

Capital Wealth Management reduced its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 4.8% in Q2 2026, selling an estimated $55.6K and leaving 57,818 shares worth $1.09M. The position accounts for 0.26% of the portfolio, ranked #26.

Capital Wealth Management first reported a position in TIPX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.27M in Q1 2023. 19 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

  • Capital Wealth Management held 57,818 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $1.09M as of Q2 2026.
  • Capital Wealth Management sold 2,906 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $55.6K.
  • State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.26% of Capital Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Capital Wealth Management first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2022 and has held it in 15 quarters since.
  • Capital Wealth Management's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.27M in Q1 2023.
  • 19 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Capital Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.